Configure document rescan

Use the procedure in this topic to configure your DocAI solution so that documents with quality issues are sent back and rescanned.

Before you begin

Before configuring the document rescan user operation, we recommend that you first Configure fields.

Procedure

  1. From the ribbon, select Steps.
  2. Select theRescan tab.
  3. Set Do you want documents to be rescanned in case of quality issues to Yes. (Default: No)
  4. Configure the following settings:

    Rescan after

    This group has the following settings that enable you to rescan after the selected DocAI steps.

    The steps available in this list depend on what Steps are enabled. If you clear any of the options, the options become unavailable for that solution.

    The following steps are possible:

    Review

    This step is available only when the Review step is enabled. Select this setting to enable Review operators to send a poor-quality document for rescan. (Default: Selected)

    Validation

    This step is available only when the Validation step is enabled. Select this setting to enable Review operators to send an incorrectly classified or poor-quality document for rescan. (Default: Selected)

    Verification

    This step is available only when the Validation step is enabled. Select this setting to enable Review operators to send an incorrectly validated or poor-quality document for rescan. (Default: Selected)

    Who can review?

    Add or create a list of users who can rescan the document for this DocAI solution. (Default: Everyone (Group))

    This field is mandatory and must have at least one entry.

    For more information on managing resource groups, see the Tungsten TotalAgility Designer Help.

    To select users or groups who can perform validation, do either of the following.

    To create a new resource, click Create new.

    1. In the New group window, enter the name for the group.

    2. Click Add to add group members.

      The Add group members window is displayed.

    3. Add individuals or groups and click Done.

    4. Click Save.

    To add an existing resource, click Add.

    1. In the Add reviewers window, add groups or individuals.

    2. Click Done.

    Average duration

    Specify the average time that a user spends reviewing the classification results. (Default: 0 Minutes)

    If your configuration has no errors, a green check is displayed next to Validation in the list of steps. A red circle on the tab indicates that the user operation configuration is incomplete.

  5. Save your solution.

Next steps

  • Optional. Configure other steps.

  • Optional. If you complete the configuration, publish your solution.